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Wescom Financial Services, serving more than $4 billion in assets and 200,000 members, has renewed a multi-year contract with CUSO Financial Services.
Feb. 25, 2020
CUSO Financial Services and Sorrento Pacific Financial have added Tami Cain as Executive Director, Business Development.
Nov. 14, 2019
CUSO Financial Services announced that it's been engaged by four Texas-based credit unions to manage their investment programs including $2.34B EECU.
June 3, 2019
Air Academy Federal Credit Union in Colorado has engaged CUSO Financial Services, L.P. (“CFS”) to manage and run its investment program.
April 23, 2019
CFS/SPF are offering a free webinar for bank and credit union executives on Tiering Delivery and Service Levels to Meet Market Needs on Nov. 15, 2018.
Nov. 1, 2018
The dynamic, interactive, personalized service that provides four channels to connect with the credit union market
Broker dealer CUSO Financial Services has added Karen Goldstein as vice president of practice management and training.
Sept. 26, 2018
CFS adds seven credit unions across the U.S. to its growing roster of investment programs
Aug. 28, 2018
CFS and SPF will hold their 2018 CFS/SPF Annual Conference August 6 – 9, 2018 at the Manchester Grand Hyatt San Diego.
Aug. 1, 2018
CFS announces it is working with Polish National Credit Union of Chicopee, Mass. to develop a start-up investment program for its members
April 25, 2018
CFS and SPF are working to make significant enhancements to their award-winning dataVISION® financial advisor platform
April 18, 2018
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